Rj Wealth Creators - Pan Service Providers Advisor in Raipur, Raipur

Rj Wealth Creators - Pan Service Providers Distributors

Member since Apr 9, 2017

9039083081

rjwealthcreators@gmail.com

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About Me

An MBA in Finance with a work experience of 2 years with Hedge Fund Industry have ventured into the segment of financial advisor mainly due to my knowledge expertise in this segment & also my passion to spread financial awareness amongst people. I aim to do business is not to SELL products but to help layman take their financial decision keeping their goals in mind. I am empanelled with major fund houses in India, Bonds & FDs are other products that I cater . Also provide advice on investment plannings

About Work Experience

Rj Wealth Creators is an Investment Advisory Firm intending to make investing simpler, more understandable & profitable for the investors. Behind the Scenes: A Masters degree in Finance coupled with her work experience is committed to providing professional financial advice to her clients for past two year. What We Do: We help our clients understand their financial objectives and make appropriate plans to realize them. What We Offer We offer financial planning, asset allocation, and investment monitoring at your doorstep absolutely free of cost. We offer a wide range of Mutual Funds, Fixed Deposit products & services encompassing the needs of the Retail investor, HNI’s, SMEs, Corporate and Institution clientele Mutual Funds: We have relationships with all major AMCs in the country. Advising retail individuals, HNIs and Corporate Treasuries, we offer a choice of mutual funds spanning all investment objectives and asset classes and have a systematic 4-step advisory process comprising Background Profiling, Risk Profiling, Model Portfolio Creation, Review and Rebalancing. Fixed Income Products: We offer variety of Fixed Income Products varying from Company Fixed Deposits to Government Bonds & recommend them to client depending on their risk profile. Why you should choose Rj Wealth Creators; We are AMFI registered Financial advisor and our main focus has always been: Client First Philosophy Full Confidentiality of all your financial data Unbiased Recommendation Establishing a Long Term Relationship with you, rather than just a financial plan

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